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LifeSteps Financial’s General Mills GIS Stock Holding History

LifeSteps Financial’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.35K Buy
+240
New +$8.29K ﹤0.01% 447
2024
Q2 		– Sell
-240
Closed -$16.8K – 207
2024
Q1 		$16.8K Buy
+240
New +$15.6K 0.01% 247

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

LifeSteps Financial's GIS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in General Mills (GIS) in Q2 2026: 240 shares worth $8.35K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in GIS as recently as Q1 2024.

LifeSteps Financial first reported a position in GIS in Q1 2024 and has held it in 2 quarters since. The position peaked at $16.8K in Q1 2024. 354 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • LifeSteps Financial held 240 shares of General Mills worth $8.35K as of Q2 2026.
  • General Mills was a new LifeSteps Financial position in Q2 2026.
  • General Mills made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #447 holding.
  • LifeSteps Financial first reported a position in General Mills in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's General Mills position peaked at $16.8K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.